+2,683.6%
MUU vs ADM
+61.8%
+2,621.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.4% | +3.1% | +4.4% |
| 7D | +15.0% | +1.4% | +13.7% | +14.4% |
| 30D | +36.8% | +8.2% | +28.6% | +32.1% |
| 3M | -8.5% | +8.7% | -17.2% | -11.9% |
| 6M | +320.7% | +29.1% | +291.7% | +289.9% |
| YTD | +599.7% | +53.7% | +546.0% | +513.8% |
| 1Y | +2,569.2% | +43.2% | +2,525.9% | +2,298.8% |
| All | +2,683.6% | +61.8% | +2,621.7% | +1,837.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ADM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling